Wealth Enhancement Advisory Services
CELC icon

Wealth Enhancement Advisory Services’s Celcuity CELC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CELC Stock Details CELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71M Buy
15,892
+96
+0.6% +$11.1K ﹤0.01% 1686
2026
Q1 		$1.78M Sell
15,796
-30
-0.2% -$3.27K ﹤0.01% 1460
2025
Q4 		$1.66M Buy
15,826
+33
+0.2% +$2.71K ﹤0.01% 1619
2025
Q3 		$777K Sell
15,793
-10,476
-40% -$419K ﹤0.01% 2028
2025
Q2 		$362K Sell
26,269
-270
-1% -$2.94K ﹤0.01% 2476
2025
Q1 		$268K Buy
26,539
+162
+0.6% +$1.83K ﹤0.01% 2535
2024
Q4 		$345K Buy
26,377
+4,341
+20% +$61.3K ﹤0.01% 2261
2024
Q3 		$329K Buy
22,036
+6
+0% +$99 ﹤0.01% 2112
2024
Q2 		$361K Buy
22,030
+1,600
+8% +$26.8K ﹤0.01% 1854
2024
Q1 		$441K Buy
20,430
+593
+3% +$9.47K ﹤0.01% 1657
2023
Q4 		$289K Buy
19,837
+3
+0% +$36 ﹤0.01% 1843
2023
Q3 		$181K Buy
+19,834
New +$195K ﹤0.01% 2022

Other funds holding CELC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return